+31,674.6%
AVGO vs BKR
+211.9%
+31,462.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | +1.1% |
| 7D | +1.0% | -6.7% | +7.7% | +3.2% |
| 30D | -13.3% | -8.3% | -4.9% | -11.0% |
| 3M | -2.9% | -5.4% | +2.5% | -1.6% |
| 6M | +5.7% | +0.8% | +4.9% | +4.6% |
| YTD | +4.6% | +31.8% | -27.2% | -5.5% |
| 1Y | -1.6% | +28.6% | -30.2% | -10.8% |
| 3Y | +336.2% | +71.2% | +265.0% | +257.8% |
| 5Y | +695.6% | +179.2% | +516.4% | +435.6% |
| 10Y | +2,827.6% | +124.0% | +2,703.7% | +1,725.8% |
| All | +31,674.6% | +211.9% | +31,462.7% | +17,326.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling